Distribution of the estate

Estate administration

For information about the administration of an estate leading up to the distribution assets (which is also part of the administration), see Overview: Estate administration—overview.

Probate involving vulnerable or disabled individuals

There are a number of scenarios in which a probate practitioner should consider making adjustments for disabled or vulnerable individuals who are involved in the administration of an estate, either as personal representatives (PRs) or beneficiaries, perhaps due to visual, communication or mobility issues. Such adjustments might include providing written advice in larger print, ensuring access and suitable parking for meetings, making home visits or arranging for a suitable translator.

As well as acting sensitively when dealing with, or having some responsibility for, a vulnerable person in relation to the administration of an estate, common sense is also required. It is not always simple to ascertain who may or may not be a vulnerable person. Nor are all disabilities visible. It is clear that a person may have a disability but not be classed as (nor wish to be treated as) vulnerable. Equally a vulnerable person may not have a recognised disability.